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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,538 | $85,766-73.7% | $136,298-83.5% | $70,126-67.9% |
| Participation rate | 61.8% | 74.2%-12.4pp | 81.9%-20.2pp | 69.5%-7.8pp |
| Annual return | 16.70% | 31.46%-14.8pp | 5156.27%-5139.6pp | 73.15%-56.4pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,420 | $5,051-52.1% | $6,247-61.3% | $3,332-27.4% |
| Admin fee / account holder | $2,146 | $5,421-60.4% | $9,244-76.8% | $4,645-53.8% |